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PIMCO Enhanced Short Maturity Active ESG ETF
EMNT

50 hedge funds and large institutions have $115M invested in PIMCO Enhanced Short Maturity Active ESG ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

9% more funds holding

Funds holding: 46 → 50 (+4)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.08% more ownership

Funds ownership: 70.8% → 70.88% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

6% less capital invested

Capital invested by funds: $123M → $115M (-$7.55M)

Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
8
Increased
16
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LWP
Laurel Wealth Planning
Minnesota
+$2.06M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.92M
3
SA
Stewardship Advisors
Pennsylvania
+$1.04M
4
FTUS
Flow Traders U.S.
New York
+$971K
5
DWM
Destination Wealth Management
California
+$754K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$9.62M
2
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
-$1.46M
3
ACM
Antonetti Capital Management
Florida
-$1.23M
4
MA
MJP Associates
Connecticut
-$780K
5
Stifel Financial
Stifel Financial
Missouri
-$702K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tradition Wealth Management
Minnesota
$377K +$315K +3,138 +504%
OPS
27
Orion Portfolio Solutions
Nebraska
$357K +$1.1K +11 +0.3%
Citadel Advisors
28
Citadel Advisors
Florida
$354K -$9.62M -95,755 -96%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$351K +$9.14K +91 +3%
MA
30
MKT Advisors
California
$349K +$350K +3,485 New
KPCM
31
Kings Point Capital Management
New York
$345K +$95.4K +950 +38%
CSA
32
Cottage Street Advisors
Massachusetts
$335K +$336K +3,342 New
APA
33
American Portfolios Advisors
New York
$316K -$402 -4 -0.1%
TB
34
Treynor Bancshares
Iowa
$297K +$298K +2,964 New
NA
35
NewEdge Advisors
Louisiana
$274K +$275K +2,740 New
Osaic Holdings
36
Osaic Holdings
Arizona
$266K +$55.5K +552 +26%
TIA
37
Tiemann Investment Advisors
California
$250K – – –
OMC
38
Old Mission Capital
Illinois
$235K -$161K -1,600 -41%
HI
39
Harbour Investments
Wisconsin
$197K -$73.5K -732 -27%
COCM
40
Charter Oak Capital Management
New Hampshire
$150K – – –
UBS Group
41
UBS Group
Switzerland
$100K -$588K -5,857 -85%
CB
42
Community Bank
New York
$100K – – –
SBL
43
Sargent Bickham Lagudis
Colorado
$52K – – –
SWM
44
Spire Wealth Management
Virginia
$45K – – –
BWA
45
BDO Wealth Advisors
Florida
$28K – – –
CPFP
46
Clear Perspectives Financial Planning
Ohio
$25K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$22K +$21.6K +215 New
TC
48
TAP Consulting
Missouri
$8K +$8.44K +84 New
CCM
49
Covington Capital Management
California
$3K – – –
IA
50
IFP Advisors
Florida
$3K – – –
1
2
3

EMNT Hedge Fund Activity: Q4 2021 in Review

50 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) for Q4 2021, worth a combined $115M — down 6.2% from $123M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EMNT positions and 3 closed out — a net gain of 5 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Laurel Wealth Planning, adding an estimated $2.06M. The largest seller was Citadel Advisors, cutting an estimated $9.62M.

  • 50 institutional investors held PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) as of Q4 2021, up from 46 in Q3 2021.
  • Funds reported $115M of PIMCO Enhanced Short Maturity Active ESG ETF stock for Q4 2021, down 6.2% quarter-over-quarter.
  • 8 funds opened new PIMCO Enhanced Short Maturity Active ESG ETF positions in Q4 2021 and 3 closed out, a net change of +5 holders.
  • The largest PIMCO Enhanced Short Maturity Active ESG ETF buyer in Q4 2021 was Laurel Wealth Planning, an estimated $2.06M added.
  • The largest PIMCO Enhanced Short Maturity Active ESG ETF seller in Q4 2021 was Citadel Advisors, an estimated $9.62M sold.

Based on aggregated 13F filings for Q4 2021.